Tracking and Optimizing the Customer Journey From the First Click to Funded Dollars

Rachael Garcia
Rachael Garcia
SVP of Marketing
Sandia Area Federal Credit Union
Published on
11 Jan 2022
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Rachael Garcia, Senior Vice President of Marketing at Sandia Area Federal Credit Union joins us to discuss into the latest strategies for tracking and optimizing the customer journey from the first click all the way to funded dollars.

Rachael shares her expertise on:

• Leveraging data-driven decision-making to enhance marketing campaigns.
• Implementing effective growth marketing techniques in the credit union space.
• Overcoming challenges in tracking the effectiveness of online acquisition marketing campaigns.
• The role of C-suite collaboration in maximizing marketing outcomes and reducing waste.
• Discover how Sandia Area Federal Credit Union, with over $1.2 billion in assets and named the top credit union in New Mexico by Forbes for 2023 and 2024, has achieved success by integrating internal teams with external partners, optimizing digital campaigns, and ensuring seamless customer experiences.

Key Takeaways:

• How to prioritize and act on data to reduce abandonment rates and increase application completions.
• Best practices for creating targeted landing pages and personalized digital experiences.
• The importance of internal collaboration between marketing and lending teams.